Use Landscape Mode

Ranked On: 28 March 2024

Fund Name BMSMONEY Rank Rating 1Y (R) 3Y (R) 5Y (R) 7Y (R) 10Y (R) 1Y (D) 3Y (D) 5Y (D) 7Y (D) 10Y (D) Std. Dev. Max Drawdown VaR 1Y 95% Jensen's Alpha Beta Sortino Ratio Sharpe Ratio
Kotak Pioneer Fund -
44.07% 18.71% % % % 46.16% 20.57% % % % % % % %
Nippon India Us Equity O… -
32.30% 7.02% 14.28% 15.59% % 33.78% 8.30% 15.63% 16.91% % % % % %
Franklin Asian Equity Fu… -
4.45% -6.64% 3.23% 4.99% 6.21% 5.48% -5.82% 4.02% 5.76% 6.97% 17.66% -34.79% -23.71% -13.52% 0.39 -0.29 -0.77
Aditya Birla Sun Life In… -
8.47% 2.92% 8.62% 10.57% 7.76% 9.20% 3.72% 9.41% 11.30% 8.43% % % % %

Return Calculated On: 03 May 2024

Ratios Calculated On: 28 March 2024





Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.



Monthly SIP of Rs. 1,000 for 1Y.
LumpSum Investment 1,000 * 1Y * 12 Months.

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life International Equity Fund - Plan A 13016.4 12612.16 39247.2 39015.9 90720.0 72305.7 169671.6 113646.96 253272.0 186779.28 790614.0 372528.72
Franklin Asian Equity Fund 12534.0 12613.69 29293.2 35825.69 70332.0 61156.26 118154.4 90766.2 219216.0 149500.2 570780.0 283948.2
Kotak Pioneer Fund 17288.4 14446.79 60220.8 50049.11
Nippon India Taiwan Equity Fund 16128.0 13677.5
Nippon India Us Equity Opportunities Fund 15876.0 12549.9 44125.2 39503.63 116928.0 78393.6 231537.6 129387.89

Fund Name 1Y
Invested Amount: 12,000
3Y
Invested Amount: 36,000
5Y
Invested Amount: 60,000
7Y
Invested Amount: 84,000
10Y
Invested Amount: 1,20,000
15Y
Invested Amount: 1,80,000
LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP LumpSum SIP
Aditya Birla Sun Life International Equity Fund - Plan A 13104.0 12656.35 40165.2 39455.64 94080.0 73805.82 177710.4 116911.37 269496.0 194098.68
Franklin Asian Equity Fund 12657.6 12675.41 30074.4 36313.78 73056.0 62497.62 124320.0 93448.24 235464.0 155976.96
Kotak Pioneer Fund 17539.2 14564.47 63093.6 51284.02
Nippon India Taiwan Equity Fund 16352.4 13785.56
Nippon India Us Equity Opportunities Fund 16053.6 12627.6 45730.8 40214.59 124038.0 81092.7 250714.8 135793.06

Fund Name VaR 1 Y 95% Max Drawdown % Average Drawdown % Standard Deviation % Semi Deviation %

Aditya Birla Sun Life International Equity Fund - Plan A

Franklin Asian Equity Fund

-23.71 -34.79 -34.79 17.66 10.76

None

-24.25 -15.92 -5.63 17.98 12.32

Kotak Pioneer Fund

None

Nippon India Taiwan Equity Fund

Nippon India Us Equity Opportunities Fund

Fund Name Sharpe Ratio Sortino Ratio Sterling ratio Hurst Index Jensen’s Alpha Beta R2 Treynor Ratio Modigliani2 Measure Active Return

Aditya Birla Sun Life International Equity Fund - Plan A

Franklin Asian Equity Fund

-0.77
-0.29
-0.16
0.47
-13.52
0.39
0.08
-0.19
-22.8650

None

0.26
0.16
0.49
0.36
-1.00
0.71
0.26
0.99
-3.1598

Kotak Pioneer Fund

None

Nippon India Taiwan Equity Fund

Nippon India Us Equity Opportunities Fund

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life International Equity Fund - Plan A
0.88%
0.41%
-2.07%
3.25%
11.66%
8.47%
2.92%
8.62%
10.57%
7.76%
10.37%
Franklin Asian Equity Fund
0.48%
0.55%
0.98%
9.58%
9.14%
4.45%
-6.64%
3.23%
4.99%
6.21%
8.00%
Kotak Pioneer Fund
%
0.49%
1.23%
8.20%
24.00%
44.07%
18.71%
%
%
%
%
Nippon India Taiwan Equity Fund
0.08%
0.25%
-4.97%
-1.86%
23.50%
34.40%
%
%
%
%
%
Nippon India Us Equity Opportunities Fund
0.96%
-0.34%
-3.37%
3.42%
18.17%
32.30%
7.02%
14.28%
15.59%
%
%

As On: 03 May 2024
Fund Name 1D 1W 1M 3M 6M 1Y 3Y 5Y 7Y 10Y 15Y
Aditya Birla Sun Life International Equity Fund - Plan A
0.88%
0.42%
-2.02%
3.39%
11.99%
9.20%
3.72%
9.41%
11.30%
8.43%
%
Franklin Asian Equity Fund
0.48%
0.56%
1.04%
9.79%
9.61%
5.48%
-5.82%
4.02%
5.76%
6.97%
%
Kotak Pioneer Fund
%
0.50%
1.35%
8.57%
24.87%
46.16%
20.57%
%
%
%
%
Nippon India Taiwan Equity Fund
0.08%
0.27%
-4.87%
-1.53%
24.36%
36.27%
%
%
%
%
%
Nippon India Us Equity Opportunities Fund
0.96%
-0.33%
-3.28%
3.70%
18.82%
33.78%
8.30%
15.63%
16.91%
%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life International Equity Fund - Plan A
9.58%
5.29%
7.39%
8.49%
8.57%
9.10%
Franklin Asian Equity Fund
9.61%
-0.31%
0.75%
2.18%
4.30%
5.81%
Kotak Pioneer Fund
39.79%
22.60%
%
%
%
%
Nippon India Taiwan Equity Fund
26.86%
%
%
%
%
%
Nippon India Us Equity Opportunities Fund
8.59%
6.12%
10.63%
12.13%
%
%

As On: 03 May 2024
Fund Name 1 Year 3 Year 5 Year 7 Year 10 Year 15 Year
Aditya Birla Sun Life International Equity Fund - Plan A
10.28%
6.04%
8.21%
9.29%
9.29%
%
Franklin Asian Equity Fund
10.59%
0.56%
1.61%
3.00%
5.12%
%
Kotak Pioneer Fund
41.80%
24.38%
%
%
%
%
Nippon India Taiwan Equity Fund
28.66%
%
%
%
%
%
Nippon India Us Equity Opportunities Fund
9.83%
7.32%
12.00%
13.48%
%
%